Our Proprietary Legacy Income System™
 

Levine began his financial career in the 1980s with Investors Diversified Services (now Ameriprise) and later founded Business Benefits Solutions in Annapolis, serving clients in MD, VA, NC, and SC. Since then, both our product offerings and coverage areas have significantly expanded. 

 

We are dedicated to delivering excellence and creating impactful, tailored solutions for each client. Our collaborative approach helps us understand and meet clients' needs and goals, leveraging our diverse backgrounds to address a variety of challenges with a focus on safety, quality, and efficiency. The majority of our services are still performed Face-to-Face!

  

Our Team includes:

  

> Insurance and Investment Professionals

 

> Law Firm for Trusts and Wills

 

> CPA Firm for Tax Planning & Accounting

 

> Real Estate Broker

 

> Mortgage Originator

 

> Certified Home Healthcare Providers

  

We offer trusted legacy solutions while staying ahead of industry trends by evaluating emerging products and services as they become available.

 

Integrity and transparency are central to all of our services, ensuring your trust in all our engagements.

 

Join us as we work together toward your secure and successful retirement.

 



Investment

Learn  about the new Bankers Life Flexible Premium BONUS Indexed Annuity

universal life

Learn about Indexed Universal Life Insurance

Long-Term Care

A new and Affordable Long-Term Care Concept

Financial Services VIDEOS

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Podcast

Don’t miss this video interview with Jan, hosted by a leading industry expert discussing the holistic approach that has made Bankers Life so valuable to their clients.

Four one minute video 'snippets', as well as the entire Video Podcast, are available using the links below:


The Only Constant is Change

Retirement Fears Put to Rest

The Secret to Never Losing Money

Our Holistic Planning Approach

3rd party review

Nationally acclaimed third-party evaluation highlights Jan's exceptional quality and service excellence, solidifying his trusted reputation.

Jan's cv

Jan has 40 years of experience in Financial Services, IT, and Energy, showcasing a proven ability to drive innovation and achieve success across various projects. His diverse background positions him to be able to converse with his clients at their level.

COMING SOON

Legal

Estate Planning, Wills, Trusts, POA

Let us help plan the next phase of life. Call to setup your FREE consultation. 

                   Our Website

Tax planning and preparation

COMING SOON

At Realty ONE Group, we pride ourselves on always using old fashioned integrity, combined with cutting-edge technology, in order to achieve your goals. Whether you are considering relocating to the Grand Strand in Myrtle Beach, or looking for a vacation or investment property, we promise a level of service that will earn your confidence and trust. 
                    Our Website

NOTE: The Team is available for On-Location Seminars for groups of 20 or more.

Click here for details of the "NOT Your Same Old Retirement Planning Seminar"

How to Secure Guaranteed Income for Life:

Category 1

02/10/2025

Retirement Planning Strategies with Jan Levine


The Retirement Disaster You Won’t See Coming


You could lose 40% of your retirement savings overnight—and never see it coming.